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What Will Cover
Introducing Actionstep and LWP
Actionstep Quick Look
The LWP Process
LWP on Actionstep
(Switching to live demo as needed to illustrate points)
About Actionstep
Est. 2004
Practice Management Software for Law Firms
Main Points of Difference
Breadth of Functionality
Workflow Centric
100% Cloud
Access from Anywhere
○ Like Internet Banking (and just as secure)
From any Device (Mac, PC, Tablet)
No Servers Required
Automatically Backed Up
Main Points of Difference
100% “Cloud”
Feedback from User Survey
What do you want to see/do after logging in?
Answers:
1. Dump what’s on my mind (and deal with it later)
2. See what’s happened since I last logged in
3. Figure out what I need to do next
So we recently re-designed the Home screen…
Full Business Accounting
• Banking
• General Ledger
• Debtors
• Creditors
• Financial Statements
• Budgets
• Cash & Accrual Basis
• Multi-Currency
Workflows
Client Enrollment System (CES)
Relationship Management System (RMS)
Estate Planning (EPS)
Maintenance
Probate
CES Workflow
Steps:
Initial Contact
Workshop
Post Workshop
Vision Meeting
Engaged
Follow-up
Initial Meeting
Engaged
Follow-up
Estate Planning Workflow
Steps:
Vision Meeting
Design Meeting (and post-design meeting)
Signing Meeting (and post-signing meeting)
Maintenance
No Maintenance
Estate Planning Reporting
Matter List Views
Estate Planning
Trust Administration
Maintenance
Probate
Integrated HotDocs Templates
Assemble Documents within Matters
Auto-Fill Interviews with Matter Data
No Desktop Software Needed
$19/month (assembly users only)
HotDocs – How It Works
HD Developer
ActionstepHD Cloud Services
DESKTOP
CLOUD
HD template creation
Upload .hdpkg file (once)
Doc Assembly takes
place between
Actionstep and HD in
the Cloud